+16.5%
BTDR vs UEC
+273.6%
-257.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -5.0% | -1.5% | -5.3% |
| 7D | -3.2% | -4.3% | +1.1% | -2.2% |
| 30D | +32.7% | -3.8% | +36.5% | +34.1% |
| 3M | -28.4% | +17.0% | -45.4% | -30.2% |
| 6M | +51.7% | -23.9% | +75.6% | +59.9% |
| YTD | +2.9% | -5.7% | +8.5% | +5.0% |
| 1Y | -15.5% | -12.5% | -2.9% | -12.9% |
| 3Y | 0.0% | +136.5% | -136.5% | -8.4% |
| 5Y | +16.5% | +243.3% | -226.8% | +4.8% |
| All | +16.5% | +273.6% | -257.1% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded UEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling